Kistler-Tiffany Companies’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $24.1K | Hold |
493
| – | – | ﹤0.01% | 595 |
|
|
2023
Q1 | $23.9K | Hold |
493
| – | – | ﹤0.01% | 528 |
|
|
2022
Q4 | $22.6K | Hold |
493
| – | – | ﹤0.01% | 523 |
|
|
2022
Q3 | $19K | Hold |
493
| – | – | ﹤0.01% | 510 |
|
|
2022
Q2 | $21K | Hold |
493
| – | – | ﹤0.01% | 495 |
|
|
2022
Q1 | $25K | Hold |
493
| – | – | ﹤0.01% | 482 |
|
|
2021
Q4 | $25K | Hold |
493
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $25K | Sell |
493
-187
| -28% | -$9.48K | 0.01% | 461 |
|
|
2021
Q2 | $35K | Buy |
+680
| New | +$35K | 0.01% | 408 |
|
|
2020
Q2 | – | Sell |
-205
| Closed | -$10K | – | 601 |
|
|
2020
Q1 | $10K | Hold |
205
| – | – | ﹤0.01% | 435 |
|
|
2019
Q4 | $10K | Hold |
205
| – | – | ﹤0.01% | 442 |
|
|
2019
Q3 | $10K | Hold |
205
| – | – | ﹤0.01% | 446 |
|
|
2019
Q2 | $10K | Hold |
205
| – | – | ﹤0.01% | 438 |
|
|
2019
Q1 | $10K | Buy |
205
+37
| +22% | +$1.81K | ﹤0.01% | 429 |
|
|
2018
Q4 | $8K | Hold |
168
| – | – | ﹤0.01% | 427 |
|
|
2018
Q3 | $9K | Buy |
168
+13
| +8% | +$696 | ﹤0.01% | 438 |
|
|
2018
Q2 | $8K | Hold |
155
| – | – | ﹤0.01% | 430 |
|
|
2018
Q1 | $8K | Sell |
155
-29
| -16% | -$1.5K | ﹤0.01% | 443 |
|
|
2017
Q4 | $10K | Hold |
184
| – | – | ﹤0.01% | 434 |
|
|
2017
Q3 | $10K | Hold |
184
| – | – | ﹤0.01% | 416 |
|
|
2017
Q2 | $10K | Buy |
184
+24
| +15% | +$1.3K | ﹤0.01% | 400 |
|
|
2017
Q1 | $8K | Hold |
160
| – | – | ﹤0.01% | 413 |
|
|
2016
Q4 | $8K | Hold |
160
| – | – | ﹤0.01% | 420 |
|
|
2016
Q3 | $7K | Buy |
+160
| New | +$7K | ﹤0.01% | 451 |
|